Tesla Talk

Wife swapping Eh???💋

So what do people expect the TSLA share to do over the next 2 weeks, with the Robotaxi event coming up on 10/10 and the Q3 earnings call on 16/10?

Event a damp squib with nothing new really and Q3 down on last year as expected? Or are we to believe Musk's hype that this will be the most important event for Tesla since the launch of the Model 3 nearly 9 years ago?

I'd be inclined to agree. FSD / smart summon is scarily good, driving like a careful human with superhuman powers and thousands of years of driving experience. But not sure how this could be a TSLA share pump event, Tesla do not even have statutory approval for using / testing driverless cars yet

Unless perhaps they will reveal a smaller cheaper high margin car (Model 2) that will - like Tesla have said - enter production in early 2025?

Or actual sales to the public of Teslabot starting, with same cool videos showing the robots doing actual work a human has so far exclusively done?

Looks like you're wrong on the retail. TSLA is mostly owned by institutional investors, which kinda takes down your whole theory that the share is overinflated because of all these silly little fanbois having some shares and hyping it

So what is your expectation of TSLA value immediately after the event and then say the day before the Q3 results?

Tbh I thought the percentage retail in TSLA was relatively high too, even compared to other youngish tech companies. Our AI friend seems very confident about the figures though 😁

I just checked and most US based stocks have between 10-20% retail investors, so TSLA is very normal / average here

Have you any links from say this year that show very different numbers like those online investment resources you mention?

More than that:

My car has free premium connectivity for life. I don't care about Spotify and the like and I am allergic to paying for subscription services. But I would pay the tenner a month just for the superior live traffic navigation alone

You know why the PE is so high, you give the reason in your second paragraph 😁

The AI stuff is still within the Tesla company, this could possibly generate more revenue and insanely high margins that will dwarf the car manufacturing business

Sure if the AI stuff gets split out, it will leave Tesla with just being the technological EV market leader. Nice prospects for a while with a "normal" PE

The day that happens I will sell all my TSLA and go all in on the new company, unless of course I reckon market expectation has caught up with reality by then 😁 The AI / robotics "crap" as you call it, from Tesla alone, will soon be worth several trillion (several times today's market cap), I would say within 3-5 years.

Looks like I bought the dip today BTW. I had sold all a few days ago in a bit of a risky move, bought all back in now and gained a few shares

There are just so many, saying 44% of common stock owned by ‘non-professional investors’, so I’ve just sent a Google link instead to take your pick.

anyone holding shares in robinhood, degiro etc etc are considered non-professional, but the shares will show up as being held by the brokers, hence the discrepancy in both or numbers perhaps.

Their retail ownership is the highest on the S&P, it was very much a news story when the vote happened a few months ago to give Musk more money.

https://www.google.com/search?q=tesla+retail+44%

I checked the first page of results of your Google link.

It looks like there was one source for this 44% (not known to me, possibly from years ago before TSLA was in S&P500 and it became mandatory for index funds and the like to go long?) and everybody is quoting it or each other. Literally quoting it word for word. Is this your definition of "every reputable investment resource online"

wow.

seriously?

here’s just one, but you can honestly take your pick 🙄🙄🙄🙄🙄🙄🙄

https://www.barrons.com/livecoverage/tesla-investor-day/card/who-owns-tesla-s-stock-a-lot-of-ordinary-investors--esTdA99yJqp9uxiy4e0L

Interesting. I take it you have no intention to even invest a tiny amount into TSLA then? I know you have done in the past. PE is fairly meaningless in a tech stock in a disruptive market - not sure why people still use that. But of course market cap should reflect net present value of all future profits and that seems absurdly high for a company just making cars and car chargers

We will come back here and you will find that you were completely wrong. But at least you are honestly answering the question. If only @sk8board would do the same.

I predict that the AI arms of Tesla alone (excluding cars, car chargers and energy products) will be worth several times what TSLA is worth now within 10-15 years

We'll come back to this in 10-15 years and see who was right so 😂